Bloomberg's Caroline Hyde and Ed Ludlow break down tech stocks jumping on cooling inflation, though Citi strategists still see risks of a sell-off. Plus, Elon Musk pitches himself as government spending tzar in an hours-long, glitchy Spaces on X with Former President Trump.

Anthropic Builds Its War Chest Ahead of IPO
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AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
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Nvidia Nears $14B Hugging Face Deal
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